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            Link a Contact to Multiple Accounts

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            3. Agentforce Life Sciences

            Link a Contact to Multiple Accounts

            Easily track the relationships between sites and investigators. Get accurate data on sites and investigators, specifically if an investigator is connected to several sites.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To configure digital experience:

            Health Cloud Starter

            AND

            Study Manager for Site Management
            1. In the Site Management guided setup, under Set Up Site Management, click Go to Setup next to Enable Contacts to Multiple Accounts Settings.
            2. In the Account Settings page, click Edit, and under Contacts to Multiple Accounts Settings, select Allow users to relate a contact to multiple accounts.
            3. Save your changes.
             
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            Salesforce Help | Article